Quarterly Investment Reviews

We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.

Despite a challenging first quarter and some decidedly mixed headlines during the second quarter, things have been looking up for investors. Stock markets looked to improving economic indications for guidance and shrugged off geopolitical concerns. Larger-cap U.S. stocks were upREAD MORE

The U.S. stock market rebounded from its January losses and hit record highs by the end of February with large company stocks pushing into positive territory for the year to date (up 1.0% through February’s end). Stocks of smaller companiesREAD MORE